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Why there is an RMD issue with my Taxes related to pensions that my wife and I are receiving?
I got a message while doing final review today on my Federal tax forms that there was some issue with RMD related to my wife and my pension payments. As a result TurboTax says they recommend waiting to file. But these are just pension payments in my case for a past employer and for my wife's case, monthly payments for her pension after retirement. I don't understand what TurboTax is waiting for since this has never been an issue in the past. I am also still employed by my current job, so I am not required to take any RMD out of by current 403B. Has anyone gotten this issue 'out of the blue'. The first time I ran the check I did not get that issue. It suddenly is showing up.
‎February 15, 2025
9:58 AM